$CRWV (-5,16 %) | $NBIS (-4,65 %) | $IREN (-4,27 %) | $MARA (-5,04 %) | $HUT (-3,16 %) | $CIFR (-4,57 %) | $WULF (-3,57 %) | $SLNH | $HIVE (-2,45 %) | $BITF (-3,97 %) | $GPUS
Datos fundamentales y de cierre diario de FactSet
Puestos
3$IREN (-4,27 %)
$CIFR (-4,57 %)
$NBIS (-4,65 %)
Maybe one or the other exciting value for you?
I am in $IREN (-4,27 %) , $CIFR (-4,57 %) but $NBIS (-4,65 %) I also find it exciting in the long term. 👌
$ORCL (-1,68 %) Oracle
$CRWV (-5,16 %) CoreWeave
$NBIS (-4,65 %) Nebius
$IREN (-4,27 %) Irish
$GLXY (-3,26 %) Galaxy Digital
$APLD (-4,07 %) Applied Digital
$RIOT (+0,55 %) Riot Platforms
$CIFR (-4,57 %) Cipher Mining
$MARA (-5,04 %) Mara
$GDS (-1,51 %) GDS
$CORZ (-2,04 %) Core Scientific
$CLSK (-3,8 %) CleanSpark
$WULF (-3,57 %) TeraWulf
$BTBT (-2,9 %) Bit Digital
$HUT (-3,16 %) Hat 8
$BTDR (-4,57 %) Bitdeer
$BITF (-3,97 %) Bitfarms
$VNET (-0,34 %) VNET
$HIVE (-2,45 %) Hive Digital
$WYFI (-8,16 %) WhiteFiber
$DGX (-4,83 %) Digi Power X
$SLNH Soluna
$MIGI Mawson Infrastructure
$IREN (-4,27 %)
$CIFR (-4,57 %)
$BTC (-1,63 %)
Maybe some exciting companies for you ✌️
I am currently only in $IREN (-4,27 %) and $CIFR (-4,57 %) which are the most promising for me in terms of the opportunity/return ratio. In the event of a further setback, I would $CIFR (-4,57 %) probably add a little more and perhaps pick up one or two other companies.
AI stocks, sorted by YTD performance:
Hyperscalers: $GOOGL (-0,56 %)
$MSFT (+0,04 %)
$AMZN (-0,68 %)
$ORCL (-1,68 %)
$BABA (+0,11 %)
Neocloud: $NBIS (-4,65 %)
$IREN (-4,27 %)
$CRWV (-5,16 %)
$APLD (-4,07 %)
$GLXY (-3,26 %)
$WYFI (-8,16 %)
Memory: $SNDK (-3,76 %)
$STX (-3,53 %)
$MU (-2,74 %)
$WDC (-3,35 %)
$PSTG (-0,63 %)
Semiconductor: $NVDA (-2,31 %)
$AVGO (-2,04 %)
$AMD (-2,72 %)
$TSM (-0,58 %)
$ASML (-0,87 %)
$ARM (-4,12 %)
$KLAC (-2,66 %)
$INTC (-3,59 %)
Networking: $CIEN (-4,4 %)
$CLS (-3,23 %)
$CRDO
$RMBS (-2,33 %)
$ANET (-2,12 %)
$APH (-2,73 %)
$COHR (-6 %)
Servers: $VRT (-5,68 %)
$DELL (-3,81 %)
$HPE (-2,55 %)
Data: $INOD (-1,89 %)
$PLTR (-1,64 %)
$SNOW (-1,53 %)
$DDOG (-1,86 %)
$MDB (-0,98 %)
Energy: $LEU (-3,2 %)
$CEG
$OKLO
$TLNE
$GEV (-9,64 %)
$NXT
Batteries: $EOSE (-3,42 %)
$QS (-2,45 %)
$TSLA (-1,77 %)
$MVST (-59,82 %)
Every AI Value Chain explained:
KULR Technology Group (NYSE:KULR) and Soluna Holdings (NASDAQ:SLNH) start cooperation for 3.3 MW Bitcoin mining at Soluna's "Project Sophie" facility in Kentucky, launched in Q4 2025. KULR puts up to 90% excess cash reserves into Bitcoin, uses Soluna's green energy (wind, solar, water) for efficient mining. 💡 KULR's market cap: USD 205.84m, revenue growth: +35.81% (TTM), strong liquidity (current ratio 8.29). Q2 2025: First quarterly profit (EPS +0.22 USD vs. -0.02 USD expected), sales +14.29 % above forecast. New products: kBMS and CubeSat batteries for space/defense. 📈 Share price: ~ USD 5.08 (+1.49% today), analyst target: USD 11. Risks: BTC volatility, dilution. Bullish for investors willing to take risks! 🪙
$KULR (+8,2 %) A company that I came across through @Multibagger I came across. Let's see what else comes along.
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